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Andrew Schmitt
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CIEN
Andrew Schmitt
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Articles (213)
Comments (54)
Ciena Corp: No Longer A Value Play
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Guys, at least get the proper spelling of Ciena right in the title.
Sep 23 09:47 am
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CIENA and Bookham: A Good Match?
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Sorry for being flip. Nom de Plum described it well. Unless vertical integration results in a unique benefit (like Infinera) then it is of no value in the existing competitive environment.
Sep 23 08:37 am
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CIENA and Bookham: A Good Match?
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You clearly don't understand how this business works.
The last thing an equipment company wants is an optical company.
Sep 22 08:48 am
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Ciena Corp: No Longer A Value Play [View article]
CIENA and Bookham: A Good Match? [View article]
CIENA and Bookham: A Good Match? [View article]
The last thing an equipment company wants is an optical company.